See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,737 | $100,041+41.7% | $149,718-5.3% | $70,131+102.1% |
| Participation rate | 50.0% | 83.6%-33.6pp | 87.1%-37.1pp | 69.5%-19.5pp |
| Annual return | 17.18% | 27.43%-10.2pp | 1501.63%-1484.4pp | 73.14%-56.0pp |
| Employer contribution / active EE | $2,457 | $3,662-32.9% | $5,445-54.9% | $2,342+4.9% |
| Participant deferral / active EE | $4,825 | $4,983-3.2% | $6,569-26.5% | $3,332+44.8% |
| Admin fee / account holder | $18,903 | $8,286+128.1% | $11,283+67.5% | $4,645+306.9% |